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Clayton Financial Group’s RLI Corp RLI Stock Holding History

Clayton Financial Group’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-167
Closed -$10.9K – 655
2025
Q3 		$10.9K Buy
+167
New +$11.3K 0.01% 133

Other funds holding RLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Clayton Financial Group's RLI Position: Q4 2025 in Review

Clayton Financial Group sold out of RLI Corp (RLI) in Q4 2025, closing a stake of 167 shares — an estimated $10.9K sold.

Clayton Financial Group first reported a position in RLI in Q3 2025 and held it in 1 quarter. The position peaked at $10.9K in Q3 2025. 437 funds tracked by Wall St. Rank hold RLI as of Q4 2025.

  • Clayton Financial Group reported no remaining RLI Corp position as of Q4 2025 after selling out during the quarter.
  • Clayton Financial Group sold 167 RLI Corp shares in Q4 2025, an estimated $10.9K.
  • Clayton Financial Group first reported a position in RLI Corp in Q3 2025 and held it in 1 quarter.
  • Clayton Financial Group's RLI Corp position peaked at $10.9K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held RLI Corp as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.